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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Blue Bell Executive Campus
470 Norristown Road, Suite 305
Blue Bell, Pennsylvania 19422-2322
Tel: 610-825-3540

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About BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 02/28/2005. They have over 3 offices throughout the country.

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $534,850,934 assets under management, offering retirement planning & investment advisory services to 1704 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134184
SEC#801-64005
Assets Managed by Firm$534,850,934
No. of Clients1704
No. of Advisors10

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1704$534,850,934
Individuals (other than high net worth individuals)495$115,174,093
High net worth individuals181$419,121,934
Corporations or other businesses6$554,907

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